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* 1. My financial adviser takes the time to understand my  financial needs, objectives and goals.

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* 2. My financial adviser clearly explained their role and responsibilities to me as a client?

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* 3. My financial adviser clearly explains any services offered and the associated costs.

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* 4. The advice my financial adviser provides is clear and easy to understand.

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* 5. The products or services my financial adviser recommends meet my needs.

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* 6. My financial adviser meets with me on a regular basis as agreed.

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* 7. My financial adviser follows up on requests promptly and completely.

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* 8. My financial adviser treats me in a friendly, courteous and helpful manner and I feel comfortable asking questions.

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* 9. My financial adviser maintains a high degree of professionalism.

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* 10. Please let us know if you have any comments or suggestions on how we can improve our service to you.

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